Hi I have several DV's set up for individuals to review a task list. These individuals are grouped into several teams. I have had a request to create a view that shows the team members tasks, as well as the tasks of other team members in the same team. Suggestions on the best way to achieve this?

@Neil Watson I've just tested out another option that might work for you. Set up a separate team list sheet with a row per team and a multi-select contact column for the team members. On your task sheet you'll need a single-select contact column for your assignee, a column for your team name (text/number is fine) and a multi-select contact column for the team. Assignee should be selectable. Under the team name column add the following column formula: =INDEX(COLLECT({Team list Name}, {Team list Team}, HAS(@cell, Assignee@row)), 1) Note, here 'Team list Name' is the name of the team and 'Team list Team' is the multi-select contact column with the team members. Under the multi-select contact column in the task sheet add the following column formula: =INDEX(COLLECT({Team list Team}, {Team list Name}, [Team Name]@row), 1) This should pull through all the contacts for the relevant team and you should then be able to set up a Dynamic View that is filtered on that column that gives you your 'My Team's Tasks'. Let me know if you get it up and running.

@Neil Watson if I've understood you correctly I believe this would only work if you were looking to select just one team. You can't pull back contacts from multiple cells (e.g. contacts from multiple teams) to a single cell and have them retain the contact format. This is a quirk of the contact column type that's discussed in other community threads. For most data types, JOIN/COLLECT works perfectly for this, but with contacts they don't retain their format and hence can't be used to filter a Dynamic View. So selecting one team and INDEX/COLLECT is your only option.

Dynamic view for person & team

Options

Answers

Andrée Starå ✭✭✭✭✭✭

04/05/24
Options
@Philip Robbins
Thanks! 🙌

SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
0 · Share on Facebook Share on Twitter

Trending Posts

Document Builder: Create an appendable table
I am trying to develop a table that imports into a document. Data: Employee Name, phone number, email Data is updated every week and there could be more or less employees. How can I make it to where the document just adds the data until it runs out? If I create a fillable pdf, the formatting does not allow for an table to…
Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
Data Shuttle not updating blank values from source file?
Anyone else having this issue? All the Data Shuttles that I set up, are not anymore been bringing data to Smartsheet from cells that have changed to being blank in my Source Location. This was discovered yesterday, 10/17, when I received many reports from colleagues that work on different sheets that the data shuttle…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Dynamic view for person & team

Answers

Categories